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What is Zywave Sales Cloud?

Enhance critical workflows to promote sustainable growth effectively. Agencies need a well-organized strategy to pursue and secure new business opportunities while also delivering exceptional service to keep their existing clientele satisfied. By integrating advanced technology into your agency, you can automate mundane tasks, allowing you to offer unparalleled value to both potential clients and current customers. Utilizing these technological advancements will help you stay ahead of qualified leads while also nurturing your existing client relationships, ultimately boosting your sales, renewals, and service operations. Revolutionize your entire process—from lead acquisition to contract renewals—by harnessing the innovative capabilities provided by the Zywave Sales Cloud. Strengthen your competitive advantage with our comprehensive suite of tools designed to attract new leads, build rapport with prospects and existing clients, and streamline servicing workflows. This powerful platform simplifies your entire sales process, enabling you to easily identify and connect with new leads, manage communications without hassle, and take command of prospect meetings by providing actionable insights. Furthermore, with these advanced resources at your fingertips, your agency stands to achieve outstanding efficiency and effectiveness across all operational aspects, paving the way for future success.

What is COI Tracker?

The task of collecting, verifying, and reporting on Certificates of Insurance (COIs) may lack excitement or glamour, but it plays a crucial role for organizations seeking to reduce the risks posed by potential claims and lawsuits that could severely disrupt their operations. COI Tracker is designed to ease the burden of gathering and validating COIs, allowing us to manage this responsibility on your behalf with precision. Our primary objective is to provide exceptional COI tracking services specifically tailored for your business. By choosing our comprehensive tracking solutions, you can eliminate the time-consuming processes of making phone calls, pursuing responses, and repeatedly sending out emails for certificate requests. Furthermore, we take care of monitoring renewal dates, relieving you of that additional responsibility. Vendors and subcontractors frequently comment on how simple and efficient it is to submit their COIs with COI Tracker. While our automated system enhances the overall experience, we remain readily available for support should you need it, ensuring that your needs are addressed promptly. This approach not only fosters operational efficiency but also grants your organization invaluable peace of mind, knowing that your COI needs are in capable hands. We prioritize both reliability and customer satisfaction, making COI Tracker a trusted partner for your business.

Media

Media

Integrations Supported

Citizen RIMS
Zywave BrokerageBuilder
Zywave CPQ

Integrations Supported

Citizen RIMS
Zywave BrokerageBuilder
Zywave CPQ

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zywave

Date Founded

1995

Company Location

United States

Company Website

zywave.com

Company Facts

Organization Name

COI Tracker

Company Location

United States

Company Website

coitracker.com

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

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